Ironwood Wealth Management, Inc. Ishares Msci Usa Min Vol Facto Transaction History

Ironwood Wealth Management, Inc.

$204 Million
Q3 2024

A detailed history of Ironwood Wealth Management, Inc. transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Ironwood Wealth Management, Inc. holds 141,380 shares of USMV stock, worth $13.2 Million. This represents 6.33% of its overall portfolio holdings.

Number of Shares

141,380

Previous 201,331 29.78%

Holding current value

$13.2 Million

Previous $16.9 Million 23.63%

% of portfolio

6.33%

Previous 8.67%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	SELL	$83.76 - $91.82 $5.02 Million - $5.5 Million	-59,951 Reduced 29.78%	141,380 $12.9 Million
Q2 2024 Jul 15, 2024	BUY	$79.92 - $84.63 $91,987 - $97,409	1,151 Added 0.57%	201,331 $16.9 Million
Q1 2024 Apr 12, 2024	SELL	$77.86 - $83.58 $35,270 - $37,861	-453 Reduced 0.23%	200,180 $16.7 Million
Q4 2023 Jan 22, 2024	SELL	$70.56 - $78.63 $25,119 - $27,992	-356 Reduced 0.18%	200,633 $15.7 Million
Q3 2023 Oct 18, 2023	BUY	$72.38 - $76.06 $17,660 - $18,558	244 Added 0.12%	200,989 $14.5 Million
Q2 2023 Jul 10, 2023	SELL	$71.44 - $74.33 $10,358 - $10,777	-145 Reduced 0.07%	200,745 $14.9 Million
Q1 2023 Apr 10, 2023	SELL	$69.12 - $73.78 $107,550 - $114,801	-1,556 Reduced 0.77%	200,890 $14.6 Million
Q4 2022 Jan 20, 2023	SELL	$65.75 - $75.5 $28,732 - $32,993	-437 Reduced 0.22%	202,446 $0
Q3 2022 Oct 18, 2022	SELL	$66.1 - $76.63 $71,388 - $82,760	-1,080 Reduced 0.53%	202,883 $13.5 Million
Q2 2022 Jul 21, 2022	BUY	$66.73 - $79.1 $50,247 - $59,562	753 Added 0.37%	203,963 $14.6 Million
Q1 2022 Apr 21, 2022	SELL	$71.88 - $80.4 $2.8 Million - $3.13 Million	-38,974 Reduced 16.09%	203,210 $15.8 Million
Q4 2021 Jan 18, 2022	SELL	$73.28 - $81.04 $14,875 - $16,451	-203 Reduced 0.08%	242,184 $19.6 Million
Q3 2021 Oct 21, 2021	SELL	$73.5 - $78.28 $181,398 - $193,195	-2,468 Reduced 1.01%	242,387 $17.8 Million
Q2 2021 Jul 19, 2021	BUY	$69.72 - $73.7 $175,415 - $185,429	2,516 Added 1.04%	244,855 $18 Million
Q1 2021 Apr 12, 2021	SELL	$65.18 - $69.88 $6.23 Million - $6.68 Million	-95,544 Reduced 28.28%	242,339 $16.8 Million
Q4 2020 Feb 09, 2021	BUY	$61.66 - $67.88 $20.8 Million - $22.9 Million	337,883 New	337,883 $22.9 Million

Others Institutions Holding USMV

# of Institutions

1,283

Shares Held

200M

Call Options Held

10.6K

Put Options Held

27K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
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Ironwood Wealth Management, Inc. Ishares Msci Usa Min Vol Facto Transaction History